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$SE reported. Down 2% on earnings miss, which isn’t bad considering how growth stocks have been hammered after earnings recently.

Revenue $1.76 billion, +147% Y/Y.          Gross Profit $645 million, +212% Y/Y.     Gross Margin 29% -> 37%
Ecommerce +250% Y/Y

And so on. 

 
For those like me that own T

Sit tight. 

You will get 70% ownership in the new Discovery streaming/entertainment business and own your T as well.

The dividend cut in a year or so (hard to say exactly when it will happen but figure after the merger is completed and shares are issued to both companies shareholders) will probably  get the yield down to the 5% plus range. 

Plus you now have a spin off “growth company” if Discovery/Warner Bros/HBO grows as they project. 

I know a lot of people bought and own T for the dividend (I do too).....but they will die if they don’t make moves like this in terms of getting 43B to pay down more than 160B in debt (a very good thing) and now have a 70% stake in a growth component. So they are righting a wrong in terms of stretching themselves a little too thin back in 2018 but spinning off and combining assets with Discovery to form a bigger and better streaming vehicle. Will it work? Obviously that is the question. 

The stock will obviously drop (today it is already down 6% pre market) and may continue to drop from here. I would wait to add more if you are so inclined.....because 5% dividend stocks (now with a nice growth potential by getting the spinoff shares) are a decent business proposition. 

Of course my favorite ### clown Jim Kramer needs to really ham it up and be a man for the people (he is so full of #### it makes my stomach turn watching his antics) and chastise the move and pound the table and say “why don’t you come out and say we made a mistake and have to cut the didvidend” Look moron.....the stock is going down...the shareholders are speaking who want out.

My question to income shareholders is....where you gonna go in the same space? Well VZ (another stock I love as an income play) is sitting there at 12 times earnings and yielding 4%....so yeah you can go there and look for a better managed company. But I would say this.....I would not sell into this garbage. I own VZ already and feel I am good there.

So sit tight...keep collecting that healthy yield, get your spinoff shares and that is that. 

When things like this happen the best thing to do to take a step back...evaluate the entire deal, the why and the short term effects (which in this case is some selling) and the long term potential benefits to the stock holder. 

If you don’t believe in the spin off....then you now own a a future 5% yielder with more room to grow the business and they will have less debt. If you don’t believe in T.....well then join the fray and sell. 

I am sitting tight. This company has been through all kinds of deals, sales, the last 30 plus years. But the yield has always kept chugging along. And in time it will move higher again as they grow the dividend again over the next 5-7 years. 

Anyway thought I would chime in on this one. Not concerned about it....but would wait to deploy any additional capital into it and see how the stock behaves this week. See if the weak money pushes it lower and then go in and scoop up some more shares at a discount.

 
Last edited by a moderator:
Todem said:
For those like me that own T

Sit tight. 

You will get 70% ownership in the new Discovery streaming/entertainment business and own your T as well.

The dividend cut in a year or so (hard to say exactly when it will happen but figure after the merger is completed and shares are issued to both companies shareholders) will probably  get the yield down to the 5% plus range. 

Plus you now have a spin off “growth company” if Discovery/Warner Bros/HBO grows as they project. 

I know a lot of people bought and own T for the dividend (I do too).....but they will die if they don’t make moves like this in terms of getting 43B to pay down more than 160B in debt (a very good thing) and now have a 70% stake in a growth component. So they are righting a wrong in terms of stretching themselves a little too thin back in 2018 but spinning off and combining assets with Discovery to form a bigger and better streaming vehicle. Will it work? Obviously that is the question. 

The stock will obviously drop (today it is already down 6% pre market) and may continue to drop from here. I would wait to add more if you are so inclined.....because 5% dividend stocks (now with a nice growth potential by getting the spinoff shares) are a decent business proposition. 

Of course my favorite ### clown Jim Kramer needs to really ham it up and be a man for the people (he is so full of #### it makes my stomach turn watching his antics) and chastise the move and pound the table and say “why don’t you come out and say we made a mistake and have to cut the didvidend” Look moron.....the stock is going down...the shareholders are speaking who want out.

My question to income shareholders is....where you gonna go in the same space? Well VZ (another stock I love as an income play) is sitting there at 12 times earnings and yielding 4%....so yeah you can go there and look for a better managed company. But I would say this.....I would not sell into this garbage. I own VZ already and feel I am good there.

So sit tight...keep collecting that healthy yield, get your spinoff shares and that is that. 

When things like this happen the best thing to do to take a step back...evaluate the entire deal, the why and the short term effects (which in this case is some selling) and the long term potential benefits to the stock holder. 

If you don’t believe in the spin off....then you now own a a future 5% yielder with more room to grow the business and they will have less debt. If you don’t believe in T.....well then join the fray and sell. 

I am sitting tight. This company has been through all kinds of deals, sales, the last 30 plus years. But the yield has always kept chugging along. And in time it will move higher again as they grow the dividend again over the next 5-7 years. 

Anyway thought I would chime in on this one. Not concerned about it....but would wait to deploy any additional capital into it and see how the stock behaves this week. See if the weak money pushes it lower and then go in and scoop up some more shares at a discount.
Click to expand...
A good time to buy T if you don't own it?

 
McBokonon said:
$SE reported. Down 2% on earnings miss, which isn’t bad considering how growth stocks have been hammered after earnings recently.

Revenue $1.76 billion, +147% Y/Y.          Gross Profit $645 million, +212% Y/Y.     Gross Margin 29% -> 37%
Ecommerce +250% Y/Y

And so on. 
Click to expand...
Down a little over 6%. The 200 day is about $198. Might get there, might not. 

 
Todem said:
For those like me that own T

Sit tight. 

You will get 70% ownership in the new Discovery streaming/entertainment business and own your T as well.

The dividend cut in a year or so (hard to say exactly when it will happen but figure after the merger is completed and shares are issued to both companies shareholders) will probably  get the yield down to the 5% plus range. 

Plus you now have a spin off “growth company” if Discovery/Warner Bros/HBO grows as they project. 

I know a lot of people bought and own T for the dividend (I do too).....but they will die if they don’t make moves like this in terms of getting 43B to pay down more than 160B in debt (a very good thing) and now have a 70% stake in a growth component. So they are righting a wrong in terms of stretching themselves a little too thin back in 2018 but spinning off and combining assets with Discovery to form a bigger and better streaming vehicle. Will it work? Obviously that is the question. 

The stock will obviously drop (today it is already down 6% pre market) and may continue to drop from here. I would wait to add more if you are so inclined.....because 5% dividend stocks (now with a nice growth potential by getting the spinoff shares) are a decent business proposition. 

Of course my favorite ### clown Jim Kramer needs to really ham it up and be a man for the people (he is so full of #### it makes my stomach turn watching his antics) and chastise the move and pound the table and say “why don’t you come out and say we made a mistake and have to cut the didvidend” Look moron.....the stock is going down...the shareholders are speaking who want out.

My question to income shareholders is....where you gonna go in the same space? Well VZ (another stock I love as an income play) is sitting there at 12 times earnings and yielding 4%....so yeah you can go there and look for a better managed company. But I would say this.....I would not sell into this garbage. I own VZ already and feel I am good there.

So sit tight...keep collecting that healthy yield, get your spinoff shares and that is that. 

When things like this happen the best thing to do to take a step back...evaluate the entire deal, the why and the short term effects (which in this case is some selling) and the long term potential benefits to the stock holder. 

If you don’t believe in the spin off....then you now own a a future 5% yielder with more room to grow the business and they will have less debt. If you don’t believe in T.....well then join the fray and sell. 

I am sitting tight. This company has been through all kinds of deals, sales, the last 30 plus years. But the yield has always kept chugging along. And in time it will move higher again as they grow the dividend again over the next 5-7 years. 

Anyway thought I would chime in on this one. Not concerned about it....but would wait to deploy any additional capital into it and see how the stock behaves this week. See if the weak money pushes it lower and then go in and scoop up some more shares at a discount.
Click to expand...
I blame this all on @Desert_Power

 
Todem said:
You will get 70% ownership in the new Discovery streaming/entertainment business and own your T as well.
Click to expand...
I'm at work doing a million things and can't find this information - when is the spinoff expected?  I guess the question is when do you have to own shares of AT&T in order to get the spinoff shares?

 
Steeler said:
I'm at work doing a million things and can't find this information - when is the spinoff expected?  I guess the question is when do you have to own shares of AT&T in order to get the spinoff shares?
Click to expand...
It will take a year to finish this merger most likely.....will update as I get more information from T themselves.

 
Good day for growth Friday. Yesterday started out red and in recent months, was the kind of day where losses tended to accelerate but this time it didn’t. Today - so far so good. 
 

AXON getting pummeled though and I haven’t seen why, yet, assuming there’s any reason at all.

 
ONTX ripping the last 2 days.  I'm almost back to even!!! 

ETA

Guggenheim Initiates Coverage On Onconova Therapeutics with Buy Rating, Announces Price Target of $4

6:32 am ET May 18, 2021 (Benzinga) Print

Guggenheim analyst Etzer Darout initiates coverage on Onconova Therapeutics (NASDAQ:ONTX) with a Buy rating and announces Price Target of $4
Click to expand...

 
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kevzilla said:
Cramer thinks the dividend will be cut in half. A lot of current shareholders are there for the dividend. 
Click to expand...
Never trusted that company.  Always seemed to be all downside - you get the dividend and a lot of downside risk without the upside.  Now that the divvy is being cut I'm not surprised at the large haircut.

 
Capella said:
https://twitter.com/2k21m1/status/1394676794771623937?s=21
 

according to this guy, HGEN institutional ownership up to 40% from 23% last week. 🤞 
Click to expand...


Capella said:
https://twitter.com/2k21m1/status/1394676794771623937?s=21
 

according to this guy, HGEN institutional ownership up to 40% from 23% last week. 🤞 
Click to expand...
He claims institutions added 11 million shares.  10 day average volume is 1.4 million.  1.4 x 5 = 7 million.  Pretty much only institutions bought last week with no retail purchases for this to even be remotely true.

 
stbugs said:
Starting to feel like tech/growth may have bottomed. I’m sure there will be some more bouncing around but it seems to have stabilized a bit after the rout last week before Friday. Might be worth finishing my rebalancing on any dip.
Click to expand...
Volumes are mostly crazy low.

 
BassNBrew said:
He claims institutions added 11 million shares.  10 day average volume is 1.4 million.  1.4 x 5 = 7 million.  Pretty much only institutions bought last week with no retail purchases for this to even be remotely true.
Click to expand...
I didn’t trust those numbers when they were shopped around for GME. When the institution change is higher than the daily volume you should be suspicious. With GME the listing had Fidelity listed two times. It’s like the Bitcoin thread where there’s some conjecture about whales and institutions taking advantage of retail investors flocking out of BTC. It’s dangerously close to conspiracy theories about the government controlling our lives, as if they’ve even remotely got their act together enough to do that.

 
Sand said:
Never trusted that company.  Always seemed to be all downside - you get the dividend and a lot of downside risk without the upside.  Now that the divvy is being cut I'm not surprised at the large haircut.
Click to expand...
I hear you on this one.

Only angle that I might like is buying T at some point before the spinoff. 

That way you'll get some growthy stock out out of it.

Like Todem alluded to earlier.

 
Capella said:
He’s not claiming anything. it’s right there on the nasdaq holdings page. 
 

https://www.nasdaq.com/market-activity/stocks/hgen/institutional-holdings
Click to expand...
I could be wrong, but I thinking that data is from March 31.  All the specifics refer to end of quarter stats.  Pretty sure the 40% number is as of March 31 too.  While the bulk of the new positions were March 3`, there are a number of holders that acquired in earlier quarters and didn't add.  I also don't understand if increased position shares = total shares currently held or shares added in the last quarter.  

I'm seeing 13mm share held by institutions at the end of 2020 and likely 23.6mm held on March 31.

 
Capella said:
He’s not claiming anything. it’s right there on the nasdaq holdings page. 
 

https://www.nasdaq.com/market-activity/stocks/hgen/institutional-holdings
Click to expand...
I don’t think those are always correct. Again, on the GME page there were duplicate listings for Fidelity and then another pie chart that actually said something different. I posted in here about it because it can be misleading and out of date/wrong.

That said, I’m not a day trader anyway so fundamentals matter more to me. If a stock is doing well lots of people will want to own it.

 
T is cutting their dividend payout from 60% to the low 40% range. What does that mean? Basically the dividend yield at it’s current price today is 7%

Knock 20% off that to be conservative. So figure a 5.5% yield post spinoff, less debt, and a potential growth stock spinoff for shareholders. 

Yeah I like the stock at these levels going long long long. I have owned this stock over 30 years....that compounding dividend has been a monster. 

Is this a screaming buy? No. But for those seeking current income for the long term in a pretty stable communications business that looks like they are shedding some debt....I would be a buyer. 

It is a boring story......boring is good.

 
Todem said:
T is cutting their dividend payout from 60% to the low 40% range. What does that mean? Basically the dividend yield at it’s current price today is 7%

Knock 20% off that to be conservative. So figure a 5.5% yield post spinoff, less debt, and a potential growth stock spinoff for shareholders. 

Yeah I like the stock at these levels going long long long. I have owned this stock over 30 years....that compounding dividend has been a monster. 

Is this a screaming buy? No. But for those seeking current income for the long term in a pretty stable communications business that looks like they are shedding some debt....I would be a buyer. 

It is a boring story......boring is good.
Click to expand...
Thanks.

As a new stock guy this past year, I've added a few from your master list:

EXC: up 8.79% since I bought it

MDU: up 17.62% since I bought it

PFE: up 15.68% since I bought it

GCV: I'm even on this one so far but just got into it recently

Looking to add more from your master list as I shed some of the riskier stuff I'm in. Speaking for myself I really appreciate everything you bring to this thread and my portfolio specifically. 

:thumbup:

 
Last edited by a moderator:
I am also very appreciative of Todem. I think T's smaller payout ratio will also be on a smaller free cash flow, so the dividend will be more like 3.5%. Doesn't make it un-investable, but I'll sit on my hands a while longer.

 
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nysfl2 said:
I got whiplash watching HGEN's price today.

Managed to sell a little near its peak, but now wish I'd sold more.
Click to expand...
For sure.  I’m confidently long but the short term still makes no sense.  Why the big money hasn’t gotten behind this yet is baffling.  

 
I likely would have been up close to 3% today if I wasn't dragged around that Bezos anchor.  7 positions were up basically double digit percentage or better.

 
MindMed is getting some good PR on CNBC the news with Shepard Smith right now

There is a lot of buzz about psychadelic therapeutics right now in legit news sources, feels like we should be in another wave of accumulation soon

 
Dwayne Hoover said:
MindMed is getting some good PR on CNBC the news with Shepard Smith right now

There is a lot of buzz about psychadelic therapeutics right now in legit news sources, feels like we should be in another wave of accumulation soon
Click to expand...


David Dodds said:
Last call on the meme rocket ship. Blue Horseshoe says the adventure begins on May 21st.
Click to expand...
Every time I think I’m out they pull me back in!!*
 

*says the guy who got crushed on both of these before.  

 
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